TCM1000375 - How to obtain the information requested for disclosure
Version 1.0
Changes to previous version - new guidance
Step 1
On the 鈥楩unction Menu鈥�
- select 鈥楬ousehold鈥� on the toolbar
- select 鈥榁iew Claim Summary鈥� from the options available. You will be taken to the 鈥楰ey Entry Data鈥� screen
- enter the customer鈥檚 NINO
- select the 鈥楢ll鈥� checkbox
- select 鈥極K鈥�.
If you are taken to the 鈥楽elect Application鈥� screen
- select the relevant claim
- select 鈥極K鈥�. You will be taken to the 鈥榁iew Claim Summary鈥� screen
- go to Step 2.
If you are taken to the 鈥楽elect Award鈥� screen
- select the relevant award
- select 鈥極K鈥�. You will be taken to the 鈥榁iew Claim Summary鈥� screen
- go to Step 2.
If you are taken straight to the 鈥榁iew Claim Summary鈥� screen, go to Step 2.
Step 2
On the 鈥榁iew Claim Summary鈥� screen, go to the following screens to obtain the information requested for disclosure by the outside body
Note: When you have obtained the information requested from each screen, select 鈥楥ancel鈥� and you will be taken back to the 鈥榁iew Claim Summary鈥� screen where you can then select the next screen to be taken to.
- select 鈥榁iew Award鈥�. You will be taken to the 鈥楢ward Summary鈥� screen
- select 鈥楬H Notes鈥�. You will be taken to the 鈥榁iew Household Notes鈥� screen
- select 鈥楬H Account鈥�. You will be taken to the 鈥榁iew Award Period Summary - Household鈥� screen
- select 鈥榁iew S17鈥�. You will be taken to the 鈥榁iew S17 - Current Position鈥� screen
- select 鈥楢pplication鈥�. You will be taken to the 鈥楢pplication Summary鈥� screen
- select 鈥楢 Versions鈥�. You will be taken to the 鈥榁iew Claim Summary - Award Versions鈥� screen.
If you need to provide the employer鈥檚 name and address, go to Step 3.
If you need to provide any other current information and/or historical information, go to Step 4.
Step 3
On the 鈥楩unction Menu鈥�
- select 鈥楨mployer鈥� on the toolbar
- select 鈥榁iew Details鈥� from the options available. You will be taken to the 鈥楰ey Entry Data - Employer鈥� screen
- enter the PAYE reference number
- select 鈥極K鈥�. You will be taken to the 鈥榁iew Employer Summary鈥� screen where you can obtain the information requested for disclosure by the outside body.
Step 4
On the 鈥楩unction Menu鈥�
- select 鈥楢pplication鈥� on the toolbar
- select 鈥楥orrection鈥� or 鈥楥hange of Circumstances鈥�, as appropriate from the options available. You will be taken to the 鈥楰ey Entry Data - Applicant鈥� screen
- enter the customer鈥檚 NINO
- select the 鈥楢ll鈥� checkbox
- select 鈥極K鈥�.
If you are taken to the 鈥楽elect Application鈥� screen
- select the relevant claim
- select 鈥極K鈥�. You will be taken to the 鈥楢pplicant Details鈥� screen
- go to Step 5.
If you are taken straight to the 鈥楢pplicant Details鈥� screen, go to Step 5.
Step 5
On the 鈥楢pplicant Details鈥� screen, obtain the information requested for disclosure by the outside body.